
Most mid-market firms are using AI faster than they’re governing it. Copilots, embedded AI features in tools you already pay for, employees pasting client data into ChatGPT, vendors quietly adding AI to their products. None of it shows up in a traditional risk register. Eventually someone asks the question — a board member, a client doing due diligence, an auditor, a regulator. And the honest answer is usually “we’re not sure.” We help you get to a better answer.


Copilots, embedded model features, and shadow AI use are everywhere. None of it shows up in a traditional risk register — until a board member, client, auditor, or regulator asks the question.
Employees paste client data into ChatGPT, vendors quietly add AI to their products, and embedded copilots ship inside tools you already pay for. There’s no single place to find out who is using what.
Your existing TPRM, DLP, and policy frameworks weren’t designed for model features, AI agents, or MCP servers acting on your data.
Boards, clients doing due diligence, auditors, and regulators are all starting to ask how you govern AI. Most firms don’t have a confident answer yet.
We meet you where you are, map your AI use to a recognized framework, and build out the inventory, policies, and controls that hold up in front of a board, a client, or an auditor.
If you’re pursuing certification through an accredited body, or just want to align to a recognized AI management standard without going through formal certification, we’ll assess where you are, build the missing pieces, and get you ready. Our lead consultants hold the PECB Lead Implementer credential.
For US-focused firms that don’t need ISO certification, we map your AI use to NIST’s framework and build the policies and documentation around it.
If you’re on Microsoft 365, Purview can do a lot of the heavy lifting — DLP rules tuned for AI tools, data classification, and visibility into who’s pasting what into which AI. We implement it. Most clients are surprised by what’s already happening in their tenant.
Your existing TPRM program probably doesn’t catch AI risk — embedded model features, fourth-party risk from MCP servers, AI agents that touch your data on behalf of a vendor’s tool. We extend your vendor program to cover it, with a questionnaire addendum and an MCP vetting checklist we’ve built and use in the field.
Acceptable use, AI use inventory, review and approval process, who signs off on what. The pieces a board or client wants to see when they ask how you govern AI.


The same team that writes your AI policy is the team configuring your Purview rules and reviewing your vendor questionnaires. From framework alignment to the technical controls behind it, you get one team that owns the outcome — and stays accountable to it.